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Average Ratings 2 Ratings

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features
design
support

Description

No matter what financial services you offer, Difitek serves as the technological backbone you need. It provides comprehensive support for KYC and AML compliance, fund transfers, position recording and reporting, as well as repayment processes, liquidity management, and access to secondary markets. With a powerful API-first architecture, Digital is designed for Fintech applications of any magnitude. You can opt for Turnkey Solutions or choose the complete array of technical capabilities that suit your requirements. Utilizing a serverless architecture, it guarantees bank-grade security. This ensures that you benefit from a contemporary, highly secure solution that is user-friendly and easy to manage, all at a fraction—1/100th—of traditional banking IT expenses. Our focus on automation and process optimization significantly reduces operational costs while unlocking entirely new avenues for the development of financial services. Difitek's advanced serverless architecture embodies the latest advancements in cloud computing technology. The integrated Difitek API layer allows for seamless communication between the client interface and third-party APIs, with asynchronous function execution enhancing performance and efficiency. By leveraging this innovative framework, businesses can quickly adapt to changing market demands and scale their services effectively.

Description

Redtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AppointmentCore No 
Asset-Map No 
CallHarbor No 
Chat Agents No 
Desktop.com No 
Formstack Documents No 
Go Integrator Cara No 
Levitate No 
MoneyGuide No 
Monster VoIP No 
Morningstar Advisor Workstation No 
Moxo No 
Pulse No 
Raklet No 
RightCapital No 
Riskalyze No 
Simplii No 
T-Max Phone Systems No 
Wufoo No 
Zapier No 

Integrations

AppointmentCore Yes 
Asset-Map Yes 
CallHarbor Yes 
Chat Agents Yes 
Desktop.com Yes 
Formstack Documents Yes 
Go Integrator Cara Yes 
Levitate Yes 
MoneyGuide Yes 
Monster VoIP Yes 
Morningstar Advisor Workstation Yes 
Moxo Yes 
Pulse Yes 
Raklet Yes 
RightCapital Yes 
Riskalyze Yes 
Simplii Yes 
T-Max Phone Systems Yes 
Wufoo Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version Yes 

Pricing Details

$99 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Difitek

Website

www.difitek.com

Vendor Details

Company Name

Redtail Technology

Founded

2003

Country

Sacramento, CA

Website

www.redtailtechnology.com

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals No 
Segmentation No 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking No 
Household Tracking Yes 
Influence Tracking Yes 
Lead Management No 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management Yes 
Customer Engagement Yes 
Performance Management No 
Risk Management No 

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